Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,155
2022
Q4
$247K Sell
8,155
-520
2022
Q3
$252K Hold
8,675
2022
Q2
$262K Buy
8,675
+1,495
2022
Q1
$237K Buy
+7,180